2023-03-22T18:46:35-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2021-07-01 330912707 JOURNEY SCHOOL JOUR 9494487232 27102 FOXBOROUGH ALISO VIEJO CA 92656 GAVIN KELLER EXECUTIVE DIRECTOR 9494487232 2023-03-21 1 GAVIN KELLER 999009999 DERRICK DEBRUYNE P00591016 6268577300 2023-03-21 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z GAVIN KELLER 27102 FOXBOROUGH ALISO VIEJO CA 92656 5539772 0 X JOURNEYSCHOOL.NET X 2000 CA EDUCATION BY OFFERING STEINER (WALDORF) BASED EDUCATIONAL METHODS IN A PUBLIC SCHOOL SETTING. 5 4 81 339 0 0 5984004 5430367 0 0 9127 5725 1489 103680 5994620 5539772 0 0 0 0 3889471 4029602 0 0 47 1791339 1720975 5680810 5750577 313810 -210805 2076663 1980579 488778 603499 1587885 1377080 TO EDUCATE K-8 STUDENTS IN SOUTHERN CALIFORNIA BY OFFERING STEINER (WALDORF) BASED EDUCATIONAL METHODS IN A PUBLIC SCHOOL SETTING. 0 0 4619970 A CHARTER SCHOOL PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY. 4619970 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 15 0 1 81 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X EXCELLENT EDUCATION - LARRY TAMAYO 6192663230 409 CAMINO DEL RIO SOUTH SUITE 200 SAN DIEGO CA 92108 JEANNIE LEE COUNCIL MEMBER / TEACHER 40.00 X 72151 0 20117 AMY CAPELLE PRESIDENT 1.50 X X 0 0 0 RICHARD MARTIN SECRETARY 1.50 X X 0 0 0 MELISSA DAHLIN COUNCIL MEMBER 1.50 X 0 0 0 MARGARET MOODIAN COUNCIL MEMBER 1.50 X 0 0 0 GAVIN KELLER EXECUTIVE DIRECTOR 40.00 X 144467 0 42289 SHELLEY KELLEY EDUCATION DIRECTOR 40.00 X 105661 0 32983 322279 0 95389 2 0 1 0 STRATEGIC KIDS LLC 26941 CABOT RD 109 LAGUNA HILLS CA 92653 PARAPROFESSIONALS 488561 CAPISTRANO UNIFED SCHOOL DISTRICT 33122 VALLE ROAD SAN JUAN CAPISTRANO CA 926754706 SPECIAL ED SERVICES 302761 EXED 1990 SOUTH BUNDY DR SUITE 340 LOS ANGELES CA 90025 BACK OFFICE SERVICES 133793 3 5163972 266395 5430367 5725 5725 FIELD TRIP FEES 611600 102728 102728 OTHER REVENUE 611600 952 952 103680 5539772 103680 0 5725 269212 236906 32306 2765124 2389845 375279 514022 448722 65300 375829 324955 50874 105415 78072 27343 35442 35442 16079 16079 554639 404199 150440 14563 14563 93484 32718 60766 27742 27742 333486 131209 202277 22546 22546 19468 19468 60871 60871 SPECIAL EDUCATION FEES 278140 271107 7004 29 FIELD TRIPS 103014 100409 2594 11 INSTRUCTIONAL MATERIALS 94769 94769 0 0 DISTRICT OVERSIGHT FEE 50438 49163 1270 5 16294 15882 410 2 5750577 4619970 1130560 47 270684 317789 1088344 879881 476965 541398 23527 43836 353272 155597 217143 197675 2076663 1980579 235684 326889 253094 276610 488778 603499 X 1587885 1377080 1587885 1377080 2076663 1980579 -210805 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 242449 66474 175975 62307 56714 5593 48516 32409 16107 197675 X 5539772 0 5539772 0 5539772 5750577 0 5750577 0 5750577 PART X, LINE 2: THE SCHOOL IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL FILED AN EXEMPT SCHOOL RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE APPLICATION INCLUDES THE NONDISCRIMINATORY POLICY. SCHEDULE E, PART I, LINE 4 N/A- THE SCHOOL PROVIDES NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE. FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION JOURNEY SCHOOL IS A PUBLIC CHARTER SCHOOL PRINCIPALLY FUNDED BY CALIFORNIA AND FEDERAL MONIES RECEIVED THROUGH THE CALIFORNIA DEPARTMENT OF EDUCATION. X X 0 0 0 0 0 0 0 0 0 GAVIN KELLER EXECUTIVE DIRECTOR 144467 0 0 0 0 0 28428 0 13861 0 186756 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A CAPISTRANO UNIFIED SCHOOL DISTRICT SHALL HAVE THE ABILITY TO APPOINT ONE COUNCIL MEMBER OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C FORM 700 IS COMPLETED ANNUALLY AND REVIEWED BY JOURNEY SCHOOL'S MANAGEMENT. THE FORM IS THEN MAINTAINED ON FILE AND MADE AVAILABLE ONLINE TO THE PUBLIC THROUGH THE ORANGE COUNTY CLERK OF THE BOARD WEBSITE AS PUBLIC DOCUMENTS. MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE COUNCIL REVIEWS INFORMATION ON COMPARABLE SALARIES FOR BOTH DISTRICT PRINCIPALS AS WELL AS CHARTER SCHOOL ADMINISTRATORS/DIRECTORS PRIOR TO OFFERING A CONTRACT TO THE SCHOOL ADMINISTRATOR, WHO FUNCTIONS AS THE EXECUTIVE DIRECTOR. THE AFFIRMATION OF THIS REVIEW IS INCLUDED IN THE MINUTES FROM THE COUNCIL MEETING AT WHICH THE ADMINISTRATOR CANDIDATE IS BEING CONSIDERED AND/OR HIRED. FORM 990, PART VI, SECTION C, LINE 19 ALL PUBLIC GOVERNING AND CORPORATE DOCUMENTS, INCLUDING THE ANNUAL FORM 700 FILINGS ARE AVAILABLE FOR REVIEW BY THE PUBLIC UPON REQUEST. THE PUBLIC MAY ALSO REQUEST COPIES OF ANY PUBLIC DOCUMENTS AND THESE WILL BE PROVIDED WITHIN THE REQUIRED TIMELINES EITHER ELECTRONICALLY OR WITH PAPER COPIES. JOURNEY SCHOOL FOUNDATION 27102 FOXBOROUGH ALISO VIEJO CA 92656 330913720 FUNDRAISING CA 501(C)(3) LINE 12A, I JOURNEY SCHOOL 1 JOURNEY SCHOOL PARENT CABINET 27102 FOXBOROUGH ALISO VIEJO CA 92656 454165654 SUPPORT CA LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0